Financial Connections Group, Inc. TDVG — T. Rowe Price Dividend Growth ETF

Ownership history in Financial Connections Group, Inc.  ·  18 quarters on record

AI Ownership Summary

Financial Connections Group, Inc. reported T. Rowe Price Dividend Growth ETF (TDVG) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.3% in 2024 Q1. The latest visible filing shows TDVG at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDVG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Connections Group, Inc.'s position in T. Rowe Price Dividend Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TDVG was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.3% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TDVG stock page Financial Connections Group, Inc. fund profile Financial Connections Group, Inc. full holdings
How Financial Connections Group, Inc. held TDVG — position size vs. price
% of Fund (quarterly)    TDVG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 41,161 -1,249 -2.9% 0.64% $2K 2026-05-01 $47.09
2025 Q4 REDUCED — — — 42,410 -206 -0.5% 0.66% $1.9M 2026-01-23 $45.44
2025 Q3 UNCHANGED — — — 42,616 — 0% 0.73% $1.9M 2025-10-10 $42.92
2025 Q2 REDUCED 10.1% +3.5% ❌ 42,616 -4,797 -10.1% 0.74% $1.8M 2025-07-24 $42.56
2025 Q1 REDUCED — — — 47,413 -343 -0.7% 0.86% $1.9M 2025-05-09 $39.81
2024 Q4 REDUCED — — — 47,756 -267 -0.6% 0.91% $1.9M 2025-01-29 $40.66
2024 Q3 REDUCED 9.1% -3.1% ✅ 48,023 -4,805 -9.1% 0.97% $2.0M 2024-10-18 $40.58
2024 Q2 REDUCED 33.4% +6.7% ❌ 52,828 -26,476 -33.4% 1.05% $2.0M 2024-07-26 $38.42
2024 Q1 ADDED — — — 79,304 +24,290 +44.2% 3.30% $3.0M 2024-05-03 $36.42
2023 Q4 ADDED — — — 55,014 +5 +0.0% 1.26% $1.9M 2024-01-26 $34.76
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TDVG

As of 2026 Q1 — sorted by position size

YARGER WEALTH STRATEGIES, LLC 3Y 7.03% TPG Advisors LLC 2.46% Frontier Asset Management, LLC 3Y 1.86% Nautilus Advisors LLC 1.76% Lighthouse Wealth Management Inc. 1.15% United Advisor Group, LLC 1.1% Sequoia Financial Advisors, LLC 3Y 7Y 1.06% Grant Street Asset Management, Inc. 3Y 0.97% MB, LEVIS & ASSOCIATES, LLC 0.95% Saxony Capital Management, LLC 0.81%

FAQ About Financial Connections Group, Inc. and TDVG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Connections Group, Inc. reported owning TDVG?

Financial Connections Group, Inc. reported TDVG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TDVG position in Financial Connections Group, Inc.'s portfolio?

The largest reported portfolio weight for TDVG was 3.30% in 2024 Q1.

What is the latest reported TDVG position on this page?

The most recent filing on this page is 2026 Q1, when Financial Connections Group, Inc. reported 41,161 shares, equal to 0.64% of portfolio, with an estimated market value of $2K.

What does the chart on this TDVG ownership page compare?

The chart compares Financial Connections Group, Inc.'s quarterly TDVG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Connections Group, Inc. time their TDVG position?

Based on 13F filing dates vs. subsequent TDVG price moves, Financial Connections Group, Inc. correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on TDVG relative to SPY over the holding period was -3.4%.

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